SLFSUN LIFE FINANCIAL INC.
CUSIP 866796105 · Yahoo Finance ↗ · Google Finance ↗
Sun Life Financial Inc. (SLF) has 447 institutional holders in Filings Flow’s 13F database, together reporting 249.53M shares worth $15.2B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
447
Q1 2026
Reported Value
$15.2B
Ticker
SLF
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Value Partners Investments Inc.$1.3B AUM | 5.37% | $70M | 1.13M | Q1 2026 |
| Cardinal Capital Management, Inc.$3.7B AUM | 3.76% | $139M | 2.23M | Q1 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 3.29% | $204M | 3.26M | Q1 2026 |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 2.97% | $25M | 394.4K | Q1 2026 |
| SIG North Trading, ULC$5.0B AUM | 2.40% | $119M | 1.91M | Q1 2026 |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 2.28% | $10M | 153.8K | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 2.19% | $3M | 43.0K | Q1 2026 |
| PERISCOPE CAPITAL INC.$902M AUM | 1.94% | $17M | 278.7K | Q1 2026 |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 1.90% | $22M | 353.7K | Q1 2026 |
| BCV Asset Management Inc.$2.9B AUM | 1.89% | $55M | 880.0K | Q1 2026 |
| MUFG SECURITIES (CANADA), LTD.$3.5B AUM | 1.48% | $51M | 821.6K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 1.23% | $341M | 5.48M | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 1.03% | $346M | 5.53M | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 1.01% | $617M | 9.85M | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.99% | $24M | 383.7K | Q1 2026 |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 0.99% | $15M | 170.4K | Q1 2026 |
| Gold Investment Management Ltd.$323M AUM | 0.88% | $3M | 45.6K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.84% | $204M | 3.26M | Q1 2026 |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.81% | $41M | 662.1K | Q1 2026 |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.78% | $29M | 470.2K | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.77% | $535M | 8.54M | Q1 2026 |
| Guardian Partners Inc.$1.2B AUM | 0.76% | $9M | 145.8K | Q1 2026 |
| Sienna Gestion$1.5B AUM | 0.76% | $12M | 186.4K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.75% | $430M | 6.87M | Q1 2026 |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.73% | $26M | 407.7K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.71% | $876M | 14.02M | Q1 2026 |
| Triasima Portfolio Management inc.$661M AUM | 0.66% | $4M | 54.6K | Q2 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.64% | $86M | 1.37M | Q1 2026 |
| Systematic Alpha Investments, LLC$2.8B AUM | 0.55% | $16M | 250.8K | Q1 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.54% | $23M | 374.3K | Q1 2026 |
| JCP Investment Management, LLC$150M AUM | 0.53% | $798,391 | 12.8K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.52% | $567M | 9.06M | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.49% | $144M | 2.30M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.48% | $2.8B | 44.12M | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.48% | $4M | 58.4K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.46% | $382M | 6.10M | Q1 2026 |
| Pathway Financial Advisers, LLC$354M AUM | 0.45% | $2M | 25.6K | Q1 2026 |
| PCJ Investment Counsel Ltd.$352M AUM | 0.43% | $2M | 25.7K | Q3 2025OLDER |
| MOTCO$1.1B AUM | 0.42% | $5M | 72.8K | Q1 2026 |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 0.40% | $16M | 259.9K | Q1 2026 |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.39% | $29M | 490.0K | Q3 2025OLDER |
| Ninepoint Partners LP$904M AUM | 0.38% | $3M | 48.6K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.37% | $417M | 6.68M | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.37% | $435M | 6.95M | Q1 2026 |
| Alberta Investment Management Corp$16.7B AUM | 0.37% | $61M | 981.4K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.35% | $2M | 24.2K | Q1 2026 |
| Corient IA LLC$106M AUM | 0.34% | $357,218 | 5.7K | Q1 2026 |
| Summerhill Capital Management lnc.$115M AUM | 0.33% | $380,199 | 6.1K | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.31% | $9M | 141.7K | Q1 2026 |
| MUFG Securities EMEA plc$6.7B AUM | 0.30% | $12M | 200.0K | Q3 2025OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.30% | $4M | 71.4K | Q4 2025OLDER |
| Plan A Wealth LLC$209M AUM | 0.29% | $602,203 | 9.6K | Q1 2026 |
| MQS Management LLC$148M AUM | 0.29% | $489,245 | 8.2K | Q3 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.28% | $53M | 852.5K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.28% | $62M | 712.9K | Q1 2026 |
| Addenda Capital Inc.$3.7B AUM | 0.28% | $10M | 112.4K | Q1 2026 |
| Credential Securities Inc.$440M AUM | 0.27% | $1M | 30.1K | Q2 2025OLDER |
| Credential Qtrade Securities Inc.$1.9B AUM | 0.27% | $5M | 93.7K | Q2 2025OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.27% | $18M | 286.4K | Q1 2026 |
| Tacita Capital Inc$169M AUM | 0.27% | $453,583 | 7.3K | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.26% | $45M | 712.1K | Q1 2026 |
| Aviso Financial Inc.$2.8B AUM | 0.26% | $7M | 115.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.25% | $664M | 10.60M | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.25% | $1M | 16.6K | Q1 2026 |
| Advisory Resource Group$581M AUM | 0.25% | $1M | 22.8K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.24% | $293,094 | 4.7K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 0.24% | $593,507 | 9.5K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 0.24% | $1M | 20.1K | Q1 2026 |
| V-Square Quantitative Management LLC$946M AUM | 0.23% | $2M | 25.4K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.21% | $93M | 1.49M | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.21% | $85M | 1.36M | Q1 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.19% | $13M | 200.8K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.19% | $1M | 17.5K | Q2 2025OLDER |
| Onex Canada Asset Management Inc.$601M AUM | 0.18% | $1M | 22.5K | Q2 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.18% | $12M | 190.3K | Q1 2026 |
| denkapparat Operations GmbH$242M AUM | 0.17% | $419,635 | 6.7K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.17% | $399,320 | 6.4K | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.16% | $250M | 3.99M | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.16% | $100M | 1.60M | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.16% | $2M | 30.6K | Q1 2026 |
| FreeGulliver LLC$237M AUM | 0.16% | $370,605 | 5.9K | Q1 2026 |
| HAP TRADING, LLC$1.4B AUM | 0.15% | $2M | 25.0K | Q3 2025OLDER |
| STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM | 0.14% | $312,800 | 5.0K | Q1 2026 |
| West Family Investments, Inc.$285M AUM | 0.14% | $403,825 | 6.5K | Q1 2026 |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.14% | $375,923 | 6.0K | Q1 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.14% | $604,815 | 7.1K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.14% | $12M | 188.2K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.13% | $248M | 3.95M | Q1 2026 |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 0.13% | $291,072 | 4.7K | Q1 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 0.13% | $233,082 | 3.7K | Q4 2025OLDER |
| 111 Capital$406M AUM | 0.13% | $526,709 | 8.4K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.13% | $2M | 33.7K | Q1 2026 |
| HAP Trading, LLC$1.1B AUM | 0.13% | $1M | 15.0K | Q2 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.13% | $20M | 317.5K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 0.13% | $561,914 | 9.0K | Q1 2026 |
| BURNEY CO/$3.2B AUM | 0.12% | $4M | 63.7K | Q1 2026 |
| Generali Asset Management SPA SGR$4.8B AUM | 0.12% | $6M | 68.5K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.12% | $187,305 | 3.0K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.12% | $436,800 | 7.0K | Q4 2025OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.12% | $166,097 | 2.7K | Q1 2026 |
| Numerai GP LLC$997M AUM | 0.12% | $1M | 18.8K | Q1 2026 |
| Westerkirk Capital Inc.$929M AUM | 0.12% | $1M | 17.5K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 0.11% | $291,364 | 4.7K | Q1 2026 |
| McDonough Capital Management, Inc$183M AUM | 0.11% | $200,254 | 3.2K | Q1 2026 |
| FJ Capital Management LLC$888M AUM | 0.10% | $979,930 | 16.3K | Q3 2025OLDER |
| Avanza Fonder AB$3.6B AUM | 0.10% | $4M | 42.9K | Q1 2026 |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.10% | $6M | 96.7K | Q3 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.10% | $40M | 637.6K | Q1 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.10% | $33M | 520.7K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.10% | $368,222 | 5.9K | Q4 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.10% | $60M | 957.0K | Q1 2026 |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.09% | $5M | 83.5K | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.09% | $3M | 50.2K | Q1 2026 |
| Goepper Burkhardt LLC$299M AUM | 0.08% | $253,118 | 4.0K | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.08% | $2M | 24.8K | Q1 2026 |
| Canopy Partners, LLC$291M AUM | 0.08% | $245,798 | 3.9K | Q1 2026 |
| Chung Wu Investment Group, LLC$116M AUM | 0.08% | $97,156 | 1.6K | Q1 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.08% | $10M | 166.3K | Q1 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM | 0.08% | $4M | 61.1K | Q2 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.08% | $4M | 62.6K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.08% | $308M | 4.91M | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.07% | $63M | 1.00M | Q1 2026 |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.07% | $11M | 183.6K | Q3 2025OLDER |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH$3.5B AUM | 0.07% | $2M | 37.4K | Q2 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.07% | $16M | 250.6K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.07% | $20M | 319.8K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.07% | $117M | 1.86M | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.07% | $351,151 | 5.6K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.06% | $117M | 1.95M | Q3 2025OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.06% | $262,871 | 4.4K | Q3 2025OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.06% | $5M | 78.9K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.06% | $83,392 | 1.3K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.06% | $102M | 1.63M | Q1 2026 |
| AVIVA PLC$59.6B AUM | 0.06% | $37M | 585.3K | Q1 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $203,536 | 3.1K | Q2 2025OLDER |
| Cromwell Holdings LLC$223M AUM | 0.06% | $107,541 | 1.7K | Q1 2026 |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.06% | $319,177 | 5.1K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.06% | $70M | 1.12M | Q1 2026 |
| Rempart Asset Management Inc.$475M AUM | 0.06% | $283,216 | 4.5K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.06% | $1M | 16.3K | Q1 2026 |
| Ballast, Inc.$432M AUM | 0.06% | $255,432 | 4.1K | Q1 2026 |
| K.J. Harrison & Partners Inc$608M AUM | 0.06% | $359,191 | 5.7K | Q1 2026 |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.06% | $461,858 | 5.3K | Q1 2026 |
| Ryan Investment Management, Inc.$221M AUM | 0.06% | $90,239 | 1.4K | Q2 2025OLDER |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.06% | $2M | 33.6K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.06% | $1M | 18.8K | Q4 2025OLDER |
| Korea Investment CORP$48.3B AUM | 0.06% | $27M | 428.3K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.06% | $239M | 3.83M | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.05% | $1M | 16.1K | Q1 2026 |
| WOODSTOCK CORP$1.1B AUM | 0.05% | $603,516 | 9.6K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.05% | $318,561 | 4.8K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.05% | $2M | 32.3K | Q4 2025OLDER |
| AXA S.A.$256M AUM | 0.05% | $18M | 276.5K | Q2 2025OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.05% | $16M | 299.2K | Q1 2026 |
| State of Wyoming$844M AUM | 0.05% | $468,169 | 7.5K | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.05% | $1M | 20.3K | Q3 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.05% | $17M | 274.2K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.05% | $994,114 | 15.9K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.05% | $2M | 24.3K | Q1 2026 |
| Plato Investment Management Ltd$1.5B AUM | 0.04% | $669,421 | 10.7K | Q1 2026 |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.04% | $8M | 135.7K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $83,881 | 1.3K | Q2 2025OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.04% | $47,927 | 721 | Q2 2025OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.04% | $2M | 28.2K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.04% | $8M | 129.0K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $817,472 | 13.1K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.04% | $393,641 | 6.9K | Q2 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.04% | $15M | 251.0K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.04% | $2M | 29.7K | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.04% | $81,016 | 1.3K | Q1 2026 |
| Calydon Capital$613M AUM | 0.04% | $402,422 | 6.1K | Q2 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.04% | $4M | 61.1K | Q1 2026 |
| Northwest Bancshares, Inc.$502M AUM | 0.04% | $233,997 | 3.9K | Q3 2025OLDER |
| DGS Capital Management, LLC$609M AUM | 0.04% | $231,034 | 3.7K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.04% | $34M | 540.8K | Q1 2026 |
| AustralianSuper Pty Ltd$19.2B AUM | 0.04% | $7M | 110.0K | Q1 2026 |
| PDT Partners, LLC$1.7B AUM | 0.04% | $603,579 | 9.6K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.04% | $240,731 | 3.8K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.03% | $46M | 740.3K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.03% | $235,914 | 3.8K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.03% | $276,047 | 4.3K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.03% | $312,800 | 5.0K | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.03% | $7M | 107.2K | Q1 2026 |
| Cumberland Partners Ltd$1.3B AUM | 0.03% | $417,576 | 6.7K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 50.7K | Q1 2026 |
| Asset Planning,Inc$141M AUM | 0.03% | $42,416 | 678 | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $1M | 16.7K | Q1 2026 |
| VILLERE ST DENIS J & CO LLC$907M AUM | 0.03% | $261,313 | 4.2K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.03% | $16M | 253.5K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.03% | $76,778 | 1.3K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $35M | 555.0K | Q1 2026 |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.03% | $385,560 | 5.8K | Q2 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.03% | $26M | 420.1K | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.03% | $83,028 | 1.3K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.03% | $402,949 | 6.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.03% | $2M | 28.0K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.03% | $396,630 | 6.3K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $36M | 580.3K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.03% | $259,687 | 4.2K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.03% | $1M | 18.3K | Q1 2026 |
| Lombard Odier Asset Management (Switzerland) SA$2.6B AUM | 0.03% | $667,528 | 10.7K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.03% | $136M | 2.17M | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $11M | 174.7K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.02% | $1.0B | 15.97M | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $3M | 46.5K | Q1 2026 |
| St. Louis Trust Co$856M AUM | 0.02% | $211,766 | 3.4K | Q1 2026 |
| SEB Asset Management AB$23.4B AUM | 0.02% | $6M | 90.4K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $128,936 | 2.1K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.6B | 25.88M | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.02% | $375M | 5.79M | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $699,442 | 11.2K | Q4 2025OLDER |
| Ridgewood Investments LLC$244M AUM | 0.02% | $53,160 | 800 | Q2 2025OLDER |
| Perkins Coie Trust Co$603M AUM | 0.02% | $117,049 | 1.9K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $106M | 1.70M | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.02% | $177,466 | 2.8K | Q4 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 22.1K | Q1 2026 |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.02% | $5M | 86.3K | Q4 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.02% | $687,160 | 10.8K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.02% | $74,078 | 850 | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.02% | $455,685 | 7.3K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.02% | $63M | 1.01M | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 17.0K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.02% | $38,801 | 530 | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.02% | $9M | 150.6K | Q1 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.02% | $10M | 155.3K | Q1 2026 |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.02% | $4M | 61.5K | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.02% | $74M | 1.18M | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.02% | $254,744 | 4.1K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $12M | 189.8K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $251,904 | 3.6K | Q1 2026 |
| INTRUST BANK NA$1.2B AUM | 0.02% | $219,816 | 3.3K | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.02% | $366M | 5.85M | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $417,088 | 6.7K | Q1 2026 |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 0.02% | $209,185 | 3.1K | Q2 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 30.2K | Q1 2026 |
| USS Investment Management Ltd$25.6B AUM | 0.02% | $5M | 74.4K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.02% | $108,917 | 1.7K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.02% | $636,780 | 10.2K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $538,910 | 8.6K | Q4 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $255,620 | 4.1K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $109M | 1.75M | Q1 2026 |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.02% | $1M | 22.1K | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | 0.02% | $2M | 27.2K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $340,453 | 5.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $133M | 2.12M | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $487,970 | 7.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $32M | 523.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $247M | 3.95M | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.01% | $257,872 | 4.1K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $622,570 | 9.4K | Q2 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $359,532 | 5.7K | Q1 2026 |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.01% | $256,371 | 4.1K | Q1 2026 |
| Reflection Asset Management$141M AUM | 0.01% | $19,312 | 303 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.01% | $67,127 | 1.1K | Q1 2026 |
| Quilter Plc$5.7B AUM | 0.01% | $770,493 | 8.8K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.01% | $49,733 | 797 | Q4 2025OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.01% | $212,704 | 3.4K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $749,887 | 12.0K | Q1 2026 |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.01% | $81,184 | 1.3K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.01% | $371,607 | 5.9K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $17M | 265.1K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.01% | $63,991 | 963 | Q2 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.01% | $61,591 | 1.0K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $24M | 388.5K | Q1 2026 |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.01% | $987,358 | 15.8K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.01% | $311,862 | 5.0K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 20.7K | Q2 2025OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.01% | $216,162 | 3.3K | Q2 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $9M | 146.2K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.01% | $28,778 | 460 | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $32,094 | 513 | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 21.9K | Q1 2026 |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 0.01% | $331,039 | 5.3K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.01% | $42,603 | 681 | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.01% | $74M | 1.19M | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.01% | $225,153 | 3.6K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $634,323 | 9.0K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $106,852 | 1.7K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $282,141 | 4.7K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $171M | 2.77M | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.01% | $49,360 | 789 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $163,751 | 2.7K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $32,718 | 523 | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $10M | 162.5K | Q1 2026 |
| M&G Plc$19.4B AUM | 0.01% | $2M | 28.7K | Q2 2025OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.01% | $31,258 | 500 | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $604,568 | 9.7K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $426,722 | 6.8K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $574,187 | 9.6K | Q3 2025OLDER |
| Abound Wealth Management$504M AUM | 0.01% | $39,910 | 638 | Q1 2026 |
| SRH ADVISORS, LLC$349M AUM | 0.01% | $31,280 | 500 | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 0.01% | $264,629 | 4.2K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.01% | $20,457 | 327 | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $827,293 | 13.2K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.01% | $32,627 | 491 | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 28.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $487,125 | 7.8K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 42.5K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 21.4K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $20M | 231.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 75.6K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $58,744 | 939 | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $285,112 | 4.6K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.01% | $62,560 | 1.0K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $358,344 | 5.7K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $50,583 | 801 | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $281,986 | 4.0K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $173,354 | 2.8K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $39M | 624.7K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $227,160 | 3.6K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $200,320 | 3.3K | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $48,922 | 782 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $223,138 | 3.6K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $431,515 | 6.9K | Q1 2026 |
| Clean Yield Group$355M AUM | 0.01% | $23,773 | 380 | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $277,159 | 4.6K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $44M | 705.8K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $24M | 389.0K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $272,806 | 4.5K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $491,972 | 7.9K | Q1 2026 |
| LGT Group Foundation$8.2B AUM | 0.01% | $532,173 | 8.5K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $201,631 | 3.2K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 18.4K | Q1 2026 |
| UniSuper Management Pty Ltd$15.3B AUM | 0.01% | $976,080 | 11.2K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 28.8K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $276,120 | 4.4K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 21.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $517,360 | 8.3K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $655,379 | 10.5K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $354,713 | 5.7K | Q1 2026 |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.01% | $48,598 | 776 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $344,643 | 5.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 79.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $71M | 1.13M | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.01% | $369,196 | 5.6K | Q2 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $431,601 | 6.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 21.1K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $25,900 | 414 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $267,379 | 4.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $184,133 | 2.8K | Q2 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $230,630 | 3.7K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $850,722 | 12.8K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 53.2K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $938,126 | 15.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $211,966 | 3.2K | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $7M | 105.6K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $34M | 541.4K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $344,455 | 5.5K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $67,189 | 1.1K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $32,286 | 441 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $18M | 280.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 53.6K | Q3 2025OLDER |
| Canoe Financial LP$7.3B AUM | 0.00% | $309,748 | 4.9K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $19,810 | 330 | Q3 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $271,886 | 4.3K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $9M | 145.9K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $7M | 113.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $950,475 | 15.2K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $15,390 | 246 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $32,719 | 523 | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $26,049 | 392 | Q2 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $287,914 | 4.6K | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $19,832 | 317 | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $215,019 | 3.4K | Q1 2026 |
| Rathbones Group PLC$50.6B AUM | 0.00% | $808,727 | 12.9K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $49,235 | 787 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 47.1K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $125,183 | 2.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $446,125 | 7.1K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $326,905 | 5.2K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $57,305 | 916 | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $265,129 | 4.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 53.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 34.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $84,189 | 1.4K | Q1 2026 |
| Candriam S.C.A.$20.1B AUM | 0.00% | $601,137 | 9.6K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $11,886 | 190 | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 27.8K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $378,473 | 6.1K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 44.6K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $533,300 | 8.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $81,703 | 1.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $31,119 | 497 | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $65,688 | 1.1K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $219,898 | 3.5K | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $413,146 | 6.6K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $9,634 | 154 | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $1M | 21.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $496,828 | 7.9K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $5M | 83.9K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $46,795 | 748 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $8,571 | 137 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $113,672 | 1.8K | Q1 2026 |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $2M | 24.8K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $880,845 | 14.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $491,770 | 7.9K | Q1 2026 |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $3M | 41.8K | Q2 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $50,048 | 800 | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $702,125 | 11.3K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $186,366 | 3.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $201,521 | 3.4K | Q3 2025OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.00% | $243,061 | 2.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $414,335 | 7.1K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $662,260 | 10.6K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $5,881 | 94 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 56.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $225,064 | 3.7K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 21.9K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $12,825 | 205 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $247,479 | 4.0K | Q4 2025OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $134,644 | 2.5K | Q1 2026 |
| JCIC Asset Management Inc.$326M AUM | 0.00% | $5,940 | 95 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $127,810 | 2.0K | Q1 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $64,254 | 1.0K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $7M | 112.4K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $260,124 | 4.2K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $36,035 | 576 | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $11,699 | 187 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $10,636 | 170 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $31,280 | 500 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 17.4K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $213,899 | 3.4K | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $443,988 | 7.1K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 0.00% | $2,193 | 33 | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 23.7K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $509,353 | 8.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 16.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $294,658 | 4.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $710,759 | 22.0K | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $3,242 | 54 | Q3 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $10,608 | 170 | Q4 2025OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $235,351 | 3.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 70.7K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $275,889 | 4.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 133.6K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $14,076 | 225 | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $789,445 | 12.6K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $258,969 | 4.3K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $358,291 | 5.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $224,938 | 3.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 71.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $37,036 | 592 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $856,527 | 13.7K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $535,326 | 8.6K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $1M | 20.2K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $86,568 | 1.2K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $6,193 | 99 | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $4,317 | 69 | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 54.2K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $297,973 | 4.8K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $887,851 | 14.2K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $257,474 | 4.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $568,983 | 9.1K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $9,009 | 144 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $383,259 | 6.1K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $57M | 914.1K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $2,253 | 36 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $175,170 | 2.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 24.9K | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $217,489 | 3.6K | Q3 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $938 | 15 | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $10,322 | 165 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $746,181 | 11.7K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $29,216 | 467 | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $12,637 | 202 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $17,098 | 274 | Q4 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $456,563 | 7.3K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $648,708 | 10.8K | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $37,536 | 600 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $76,037 | 1.2K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $1M | 22.0K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $243,000 | 3.7K | Q2 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $813 | 13 | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $9,104 | 137 | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $115,173 | 1.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $356,655 | 5.7K | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 0.00% | $7,613 | 122 | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $15,885 | 239 | Q2 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $380,633 | 6.1K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $4,755 | 76 | Q1 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $67,496 | 1.1K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $54,771 | 876 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $25,024 | 400 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 43.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 16.5K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $7,632 | 122 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 23.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 49.0K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $17,704 | 283 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $15,093 | 241 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $19,403 | 292 | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $699,358 | 11.2K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $362,080 | 5.8K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $11,574 | 185 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 18.3K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $8,306 | 125 | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $69,869 | 1.1K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $272,776 | 4.5K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $16,088 | 268 | Q3 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $281 | 4 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.